CFA

Cahill Financial Advisors Portfolio holdings

AUM $914M
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$806M
AUM Growth
+$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$2.78M
3
+$2.05M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.85M
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$1.8M

Top Sells

1
+$2.14M
2
+$1.83M
3
+$741K
4
MMM icon
3M
MMM
+$727K
5
MTBA icon
Simplify MBS ETF
MTBA
+$600K

Sector Composition

1 Technology 3.74%
2 Financials 3.37%
3 Industrials 1.34%
4 Consumer Discretionary 1.01%
5 Healthcare 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.64M 0.33%
12,056
+729
52
$2.6M 0.32%
23,785
-3,480
53
$2.56M 0.32%
25,560
+7,761
54
$2.54M 0.32%
16,905
+498
55
$2.53M 0.31%
75,586
+522
56
$2.49M 0.31%
13,698
-383
57
$2.48M 0.31%
26,998
+101
58
$2.48M 0.31%
22,150
+16
59
$2.36M 0.29%
38,402
-697
60
$2.32M 0.29%
7,633
+10
61
$2.29M 0.28%
67,545
+200
62
$2.26M 0.28%
6,644
+73
63
$2.24M 0.28%
14,720
-5,086
64
$2.23M 0.28%
44,986
+25,405
65
$2.19M 0.27%
75,175
+104
66
$2.18M 0.27%
79,564
+10,294
67
$2.16M 0.27%
51,072
68
$2.12M 0.26%
6,768
-439
69
$2.08M 0.26%
13,169
-228
70
$2.07M 0.26%
21,921
+89
71
$1.99M 0.25%
6,879
-377
72
$1.97M 0.24%
63,256
73
$1.94M 0.24%
38,623
-2,004
74
$1.94M 0.24%
3,452
-49
75
$1.93M 0.24%
21,542
+139
1 2
3
4 5